SW

SVB Wealth Portfolio holdings

AUM $1.86B
1-Year Est. Return 67.34%
This Quarter Est. Return
1 Year Est. Return
+67.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.35B
AUM Growth
+$5.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$1.78B
2
+$401M
3
+$140M
4
AVGO icon
Broadcom
AVGO
+$101M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$81.9M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 36.4%
2 Technology 18.27%
3 Financials 5.83%
4 Healthcare 5.39%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.46M 0.06%
+14,039
177
$3.46M 0.06%
+86,454
178
$3.45M 0.06%
+42,309
179
$3.45M 0.06%
+31,326
180
$3.44M 0.06%
+7,108
181
$3.44M 0.06%
+14,687
182
$3.27M 0.06%
+143,741
183
$3.19M 0.06%
+11,072
184
$3.09M 0.06%
+23,373
185
$3.08M 0.06%
+25,530
186
$3.05M 0.06%
+40,344
187
$2.98M 0.06%
+15,886
188
$2.94M 0.06%
+592
189
$2.87M 0.05%
+21,863
190
$2.87M 0.05%
+50,060
191
$2.85M 0.05%
+39,673
192
$2.8M 0.05%
+82,470
193
$2.78M 0.05%
+30,601
194
$2.76M 0.05%
+23,466
195
$2.74M 0.05%
55,687
+45,261
196
$2.68M 0.05%
+4,700
197
$2.66M 0.05%
+50,013
198
$2.66M 0.05%
+132,607
199
$2.64M 0.05%
+76,816
200
$2.57M 0.05%
+48,519
6 7
8
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